See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,492 | $171,865-18.8% | $149,718-6.8% | $147,584-5.5% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 20.97% | 2113.22%-2092.2pp | 1501.63%-1480.7pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,589 | $6,275-58.8% | $5,445-52.5% | $4,876-46.9% |
| Participant deferral / active EE | $6,584 | $7,271-9.5% | $6,569+0.2% | $5,439+21.1% |
| Admin fee / account holder | $2,446 | $13,799-82.3% | $11,283-78.3% | $10,885-77.5% |